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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,317 | $47,479+50.2% | $62,929+13.3% | $82,448-13.5% |
| Participation rate | 82.8% | 66.9%+15.9pp | 73.1%+9.7pp | 68.1%+14.7pp |
| Annual return | 17.58% | 20.34%-2.8pp | 1063.93%-1046.3pp | 41.64%-24.1pp |
| Employer contribution / active EE | $3,539 | $1,885+87.7% | $2,505+41.3% | $2,551+38.7% |
| Participant deferral / active EE | $5,171 | $2,870+80.1% | $3,888+33.0% | $4,139+24.9% |
| Admin fee / account holder | $8,087 | $3,804+112.6% | $5,065+59.7% | $7,234+11.8% |